Our Charitable Fund service.
We offer free, impartial advice to anyone considering setting up a Charitable Fund or charitable trust. One of our friendly team will sit down with you to understand more about you, your values, your experience of charitable giving and the causes and places you’re interested in supporting.
We can help you involve your family or other loved ones in your giving, and you can give in your lifetime, through a business, or with a gift in your Will.
Our expert team will:
- help you create a giving strategy based on your values and interests, guided by local need
- carry out due diligence and make grants on your behalf
- update you regularly on the difference you’ve made, including through your annual Impact Report
- arrange opportunities to visit or get involved with the causes you support or help you remain completely anonymous in line with your wishes
- invite you to our inspiring events to hear from local charities and meet other like-minded donors.